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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is trending as investors react to a significant earnings beat and raised guidance, alongside a massive new share buyback program and a substantial dividend increase. While the market response has been volatile with mixed sentiment, the community is heavily focused on whether this performance validates the ongoing AI infrastructure buildout or marks a 'sell the news' exhaustion point.

Applied Digital Corporation

Applied Digital is currently trending following a major lease announcement with a high-grade hyperscaler that pushed its contracted AI capacity past the gigawatt threshold, fueling significant community excitement about its long-term growth. Investors are actively discussing the stock's potential for further gains as it continues to expand its data center footprint, with many using the recent price volatility as an opportunity to add to their positions.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit shares experienced significant volatility following a major 17% workforce reduction and restructuring announcement, which overshadowed a solid earnings beat and raised guidance. Investors remain divided, with the community debating whether the selloff is an unwarranted emotional reaction to SaaS-sector fears or a necessary valuation reset driven by AI disruption concerns.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty shares are experiencing significant volatility following a mixed earnings report that featured a strong top-line beat but softer-than-expected forward guidance. The community is actively debating whether the current price represents a prime long-term buying opportunity amidst broader consumer sector weakness or if ongoing margin pressure and tariff concerns justify a more cautious, bearish outlook.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is experiencing extreme volatility as investors weigh the stock's parabolic climb to all-time highs against broader market concerns surrounding AI-driven cyber threats and shifting valuations. The community is sharply divided between bulls citing massive enterprise spending and long-term cybersecurity dominance, and bears pointing to stretched price-to-sales ratios and the potential for a severe algorithmic shakeout.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Destiny Tech 100 is experiencing heightened volatility as investors track rumors regarding the timing of the SpaceX IPO and potential S-1 filings. The community is actively debating the fund's net asset value, the validity of its holdings in private AI companies, and its recent prospectus filings.

Micware Co. Ltd. engages in software development services and innovative IT solutions mainly focused on the automotive and mobility sectors. It operates through the following segments: Software Defined Vehicles (SDV), Location-Based Services (LBS), and Others. The SDV segment relates to the development and sale of software systems designed for SDV, including IVI system software and other mobility-enhancing software products, conducted by its Japanese subsidiaries. The LBS segment covers the development and licensing of in-vehicle navigation software systems, and other geographic data-based services for business-to-business customers, mainly serving end users. The Other segment comprises software development services conducted by overseas subsidiaries designed for SDV, and business-to-consumer mobile app services unrelated to in-vehicle navigation. The company was founded by Kenji Narishima in March 2003 and is headquartered in Kobe, Japan.

Micware Co. Ltd. - ADR

Micware Co. Ltd. (MWC) is experiencing extreme volatility and high trading volume, drawing intense scrutiny from traders debating whether the rapid price swings are driven by genuine strategic value or a classic pump-and-dump cycle. Community sentiment is deeply divided between opportunistic traders looking to capitalize on massive intraday fluctuations and skeptics warning of a potential total collapse to recent IPO levels.

Target Corp. engages in the operation and ownership of general merchandise stores. It offers food and general merchandise, clothing and household goods, electronics, and toys. Its brands include A New Day, All in Motion, Art Class, Auden, AVA & VIV, Boots and Barkley, Brightroom, Bullseye's Playground, Casaluna, Cat & Jack, Cloud Island, Colsie, dealworthy, Embark, Everspring, Favorite Day, Figmint, Future Collective, Gigglescape, Good & Gather, Goodfellow & Co, Hearth & Hand with Magnolia, Heyday, Hyde & EEK! Boutique, JoyLab, Kindfull, Kona Sol, Made By Design, Market Pantry, Mondo Llama, More Than Magic, Opalhouse, Open Story, Original Use, Pillowfort, Project 62, Room Essentials, Shade & Shore, Smartly, Smith & Hawken, Sonia Kashuk, Spritz, Sun Squad, Threshold, Universal Thread, up&up, Wild Fable, Wondershop, Xhilaration, California Roots, Casa Cantina, The Collection, Headliner, Jingle & Mingle, Rosé Bae, Photograph, SunPop, and Wine Cube. The company was founded by George Draper Dayton in 1902 and is headquartered in Minneapolis, MN.

Target Corp

Target is trending as investors digest a positive earnings report that signals a potential turnaround, with the company beating bottom-line expectations and providing optimistic guidance for the year ahead. Community sentiment is mixed, as some traders highlight the stock as a prime value recovery opportunity while others remain cautious, debating the long-term durability of the company's merchandising changes and broader consumer spending pressures.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

AEVEX Corp. is drawing significant community interest following its strong debut, fueled by its operational role in defense-tech and autonomous drone systems. Traders are actively debating the company's valuation and growth potential against established peers, with many focused on its substantial backlog and ability to secure key U.S. government contracts in an evolving defense environment.

Bonfida is known as the top infrastructure developer on Solana. This accolade has been earned from their contributions to the ecosystem by providing services and products that allow for the wider ecosystem to flourish.  Their contributions to the ecosystem include creating a new Serum Core engine, the Asset Agnostic Orderbook (AOB), simplifying the way users transact on Solana, and the first perpetual swap on Solana, Audaces, to name a few. As a result of these, their developers are highly respected within the Solana ecosystem.

Bonfida

Bonfida is seeing a surge in community engagement and trading volume as investors draw comparisons to recent parabolic rallies in the Solana ecosystem. The discussion is heavily centered on technical chart patterns and speculation regarding a potential breakout, with many market participants actively debating whether to accumulate for long-term growth or trade the momentum for quick gains.

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<ul class="summary-bullets"><li>Datavault CEO Nathaniel Bradley added that the company is executing its strategic plan aggressively this year to build on the momentum that it had at the beginning of 2026.</li><li>Datavault reiterated its fiscal year 2026 outlook, expecting to close the year with revenue of $200 million, up from $39 million in 2025.</li><li>The company stated that it expects to recognize nearly $100 million in fees in 2026 from the $800 million in tokenization contracts it has signed.</li></ul>Datavault AI Inc. (DVLT) on Friday reported a 443% surge in its first quarter (Q1) revenue, but missed Wall Street expectations by a wide margin.Datavault reported adjusted loss per share of $0.09 in Q1, compared to a loss of $0.18 per share during the same period a year ago. Revenue soared to $3.4 million during Q1, from $0.63 million during the year-ago period.Wall Street expected Datavault to report a loss of $0.08 per share on revenue of $20 million, according to Fiscal.ai data.“Our signing of approximately $750 million in tokenization contracts during the first quarter validates the growing institutional demand for a secure, AI-enabled RWA monetization platform,” said Datavault AI CEO Nathaniel Bradley.<a href="https://stocktwits.com/symbol/DVLT">Datavault shares</a> were down nearly 11% in Friday’s pre-market trade.<h2 class="st-heading-2">DVLT CEO Touts Rising Institutional Demand</h2>Datavault AI CEO Nathaniel Bradley stated that the company is experiencing rising institutional demand for tokenization.“Our signing of approximately $750 million in tokenization contracts during the first quarter validates the growing institutional demand for a secure, AI-enabled RWA monetization platform,” he said.Bradley added that the company is executing its strategic plan aggressively this year to build on the momentum that it had at the beginning of 2026.“We are not simply participating in the evolution of AI and tokenized economies; we are building the asset-agnostic foundational platform designed to power them,” he said.<h2 class="st-heading-2">DVLT Reiterates FY26 Outlook</h2>Datavault reiterated its fiscal year 2026 outlook, expecting to close the year with revenue of $200 million, up from $39 million in 2025.The company stated that it expects to recognize nearly $100 million in fees in 2026 from the $800 million in tokenization contracts it has signed.“We anticipate that integration of CyberCatch with our SanQtum platform will significantly strengthen our position as a secure infrastructure provider for the emerging tokenized economy,” Bradley added.He also highlighted the expansion of the company’s quantum-ready GPU edge network, institutional capital base, and cybersecurity capabilities, adding that the moves support Datavault’s long-term vision for the emerging data asset economy.<h2 class="st-heading-2">How Did Retail Traders React To DVLT?</h2>Retail sentiment on Stocktwits around Datavault trended in the ‘extremely bullish’ territory with message volumes at ‘high’ levels at the time of writing.One bullish user on the platform believes that DVLT stock will turn green soon.<stembedurl>https://stocktwits.com/michaftm/message/653491265</stembedurl><a href="https://stocktwits.com/symbol/DVLT">DVLT stock</a> is down 10% year-to-date and 29% over the past 12 months. The Themes Generative Artificial Intelligence ETF (WISE) is up 22% over the past 12 months, while the Amplify Tokenization Technology ETF (TKNQ) is down 4%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bill-ackman-pershing-square-msft-new-stake/cZXlutmRej7">Bill Ackman Reveals New Microsoft Stake — Compares MSFT Setup To Earlier GOOG, AMZN, META Bets</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Datavault AI logo is seen displayed on a smartphone screen.

Datavault Q1 Revenue Soars 443%  – CEO Touts Rising Institutional Tokenization Demand

Datavault AI Inc. (DVLT) on Friday reported a 443% surge in its first quarter (Q1) revenue, but missed Wall Street expectations by a wide margin.

Equity

Datavault reported adjusted loss per share of $0.09 in Q1, compared to a loss of $0.18 per share during the same period a year ago.

<ul class="summary-bullets"><li>Palladyne stated that the ALRRM is capable of exceeding a distance of 350 nautical miles at an unspecified but high altitude.</li><li>This missile can cover this distance at a sustained cruise speed of beyond the required Mach 4.0.</li><li>Palladyne also stated that the ALRRM can deliver a 150-lb warhead air-breathing solid-fuel ramjet.</li></ul>Palladyne AI Corp. (PDYN) on Wednesday announced that its subsidiary has been awarded a contract by the U.S. Navy to develop new air-launched, near-hypersonic, long-range, low-cost missiles.Palladyne’s subsidiary GuideTech will develop the new Air-Launched Rapid Response Missile (ALRRM). The company said that ALRRM is expected to deliver nearly hypersonic speed and long range at a fraction of the cost of other hypersonic weapons.<a href="https://stocktwits.com/symbol/PDYN">Palladyne AI shares</a> were up more than 15% in Wednesday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘neutral’ territory. PDYN was the second most trending ticker on the platform at the time of writing.<h2 class="st-heading-2">What Is ALRRM Capable Of?</h2>Palladyne stated that the ALRRM is capable of exceeding a distance of 350 nautical miles at an unspecified but high altitude. This missile can cover this distance at a sustained cruise speed of beyond the required Mach 4.0. Palladyne also stated that the ALRRM can deliver a 150 lb warhead air-breathing solid fuel ramjet (SFRJ).“The 2025 National Security Strategy explicitly states that the U.S. must build ‘next-generation missiles with a clear and urgent need for cost-effective, high-performance strike capabilities’ for the U.S. military,” said Palladyne AI CEO Ben Wolff.Wolff added that the ALRRM can deliver on these strategic needs at a fraction of the cost.“We believe there is no other missile currently available to the U.S. military that combines the speed, range, and payload capacity of the ALRRM, at this size and price point — creating a new strike class for 5th gen fighters that is stealth-borne, near-hypersonic, and deep-theater strike,” he added.This comes amid the ongoing Iran war, with the U.S. having incurred over $11 billion in the first week of the conflict. The Trump administration could reportedly seek an additional funding of&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/peter-schiff-warns-debt-risk-trump-seeks-50b-for-iran-war/cZ3EEoORIXe">$50 billion</a> to replenish the weapons stockpile of the U.S.<h2 class="st-heading-2">What Does Palladyne AI Do?</h2>Palladyne AI is a Salt Lake City, Utah-based company developing AI and autonomy solutions, advanced avionics and more for the defense and industrial markets.Earlier this month, the company reported a loss of $0.16 per share on revenue of $1.66 million, while Wall Street expected a loss of $0.14 per share on revenue of $0.81 million, according to Fiscal.ai data.<a href="https://stocktwits.com/symbol/PDYN">PDYN stock</a> is up 59% year-to-date, but down 12% over the past 12 months. The iShares Micro-Cap ETF (IWC) is up 39% over the past 12 months, while the Themes Generative Artificial Intelligence ETF (WISE) is up 1%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/will-fed-consider-rate-hikes-strategist-warns-inflation-worse-amid-iran-war/cZ37Bn2RIgW">Will The Fed Consider Rate Hikes Again? Strategist Warns Inflation Picture Could 'Get A Lot Worse' Amid Iran War</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Palladyne AI Corp. logo is seen displayed on a smartphone screen. 

Palladyne AI Subsidiary Wins US Navy Contract For Developing New Missiles — PDYN Stock Soars Pre-Market

The company said that the Air-Launched Rapid Response Missile is expected to deliver nearly hypersonic speed and long range at a fraction of the cost of other hypersonic weapons.

<ul class="summary-bullets"><li>Palladyne AI CEO Ben Wolff stated that the company’s capabilities have expanded beyond autonomy software to include advanced avionics, engineering services, a proprietary airframe, and missile development.</li><li>The firm also touted its presence in the space domain, citing its satellite-related development work with the Air Force Research Laboratory.</li><li>The Salt Lake City-based firm stated that it is extending SwarmOS capabilities to integrate communications with space-based systems.</li></ul>Palladyne AI Corp. (PDYN) CEO Ben Wolff on Thursday touted the company’s expanded backlog and deeper defense engagement after its fourth-quarter (Q4) results surpassed Wall Street expectations.“2025 was a year of operational validation that culminated in structural transformation. In November, we completed the acquisitions of GuideTech, Warnke Precision Machining, and MKR Fabricators and launched Palladyne Defense,” Wolff said.<a href="https://stocktwits.com/symbol/PDYN">Palladyne AI shares</a> soared more than 32% in Thursday’s opening trade. Retail sentiment on Stocktwits around the company trended in the ‘extremely bullish’ territory at the time of writing.<h2 class="st-heading-2">Palladyne Doubles Revenue Year-On-Year</h2>Palladyne AI’s revenue in Q4 stood at $1.7 million, more than double the $0.8 million in the year-ago period. Wall Street consensus had also projected a revenue of $0.8 million.The company reported a loss of $0.04 per share, down from a loss of $1.75 per share during the same quarter a year ago, and better than Wall Street’s expectations of a loss of $0.14 per share, according to Fiscal.ai data.Wolff added that the company’s acquisitions during the quarter and the launch of Palladyne Defense expanded its capabilities beyond autonomy software to include advanced avionics, engineering services, proprietary airframe, and missile development.<h2 class="st-heading-2">Palladyne Touts Presence In The Space Domain</h2>Palladyne AI touted its presence in the space domain, citing its satellite-related development work with the Air Force Research Laboratory. The Salt Lake City-based firm stated that it is extending SwarmOS capabilities to integrate communications with space-based systems.The company said its partnership with Portal Space Systems lays the groundwork for future work in collaborative autonomy.For 2026, Palladyne AI guided for revenue to be in the range of $24 million and $27 million, compared to its 2025 revenue of $5.2 million. As of mid-February 2026, the company said its order backlog stood at $18 million over the next 12 to 18 months.<a href="https://stocktwits.com/symbol/PDYN">PDYN stock</a> is up 122% year-to-date and 20% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-hood-avgo-bull-stocks-to-watch-dow-futures-decline-iran-war/cZdQY3JRI3c">NVDA, HOOD, AVGO, BULL, RGTI On Traders' Radar Today — Dow Futures Decline As Investors Keep An Eye On Iran War, Jobs Data</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Palladyne AI CEO Touts Expanded Backlog, Deeper Defense Engagement After Q4 Beat Sends PDYN Stock Soaring

Palladyne AI reported a loss of $0.04 per share, down from a loss of $1.75 per share during the same quarter a year ago, and better than Wall Street’s expectations of a loss of $0.14 per share.

<ul class="summary-bullets"><li>The CEO said that apart from providing AI customer service for large Fortune 500 companies, including insurance and healthcare providers, SoundHound was also creating solutions for a single-location merchant.&nbsp;</li><li>Speaking of the company’s latest quarterly earnings results, Mohajer touted SoundHound’s record customer deals closed in the quarter.&nbsp;</li><li>He said the company’s customers were diversified enough, with some providing a big, consistent commitment over many years, and others who provide some revenue upfront, that eventually scales over time.</li></ul>Keyvan Mohajer, co-founder and CEO of conversational intelligence company SoundHound AI, Inc. said that the biggest growth story at the moment is coming from customer service.In an exclusive <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=RxHIFzd4MPU">interview</a> with Stocktwits, Mohajer said that SoundHound AI (SOUN) was prepared with diverse solutions for different sectors.“We are seeing the biggest growth right now in customer service. So agent AI for businesses of all sizes,” he said in the interview. “And that's the area (where) we see unlimited potential.”Explaining further, the CEO said that apart from providing AI customer service for large Fortune 500 companies, including insurance and healthcare providers, the company was also creating solutions for a single-location merchant.“You can be a retail, maybe barbershop, even, you can have your own AI customer service in a matter of minutes. We've prepared different solutions for different sectors,” he said.<h2 class="st-heading-2">Demand And Diversification</h2>Speaking of the company’s latest earnings results, Mohajer touted SoundHound’s record customer deals closed in the quarter.“And that really speaks to the demand for AI and our solutions,” he said. “As people have noted, the software industry, the legacy software industry is disrupted…And these companies need a partner like SoundHound to help them through the transformation.”The CEO also highlighted the company’s diversified customer base as a win. “If you look at three years ago or a little bit before that, (SoundHound) had one or two customers (that) really contributed to the majority of our revenue.” However, in 2025, Mohajer said that no single customer contributed more than 10% to the company’s sales.He said the company’s customers were diversified enough, with some providing big, consistent commitment over many years, and others who provide some revenue upfront, that eventually scales over time.“So we have all sorts of deals, but just what I really want to highlight is that it's so diverse. We are in automotive, we’re in TVs, we're in IoT devices,” he said.<h2 class="st-heading-2">SoundHound Q4 Earnings</h2>SoundHound AI reported fourth-quarter (Q4) <a href="https://stocktwits.com/news-articles/markets/equity/sound-hound-stock-offers-excellent-value-now-why-retail-traders-are-more-bullish-after-q4-earnings/cZTc55MRIRm">earnings</a> results last week, posting a 59% increase in revenue to $55.1 million, beating analysts’ estimates. The company also reported a narrower adjusted net loss in Q4 of $0.02 per share from $0.05, in the same period in the previous year.For the full-year of 2025, revenue nearly doubled to $169 million. For the upcoming year, SoundHound AI has projected revenue between $225 million and $260 million.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/SOUN">SOUN shares</a> was in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes. Retail chatter on the platform jumped 134%, according to Stocktwits data from Tuesday morning.Meanwhile, the company’s stock has declined more than 17% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The SoundHound AI appears on a smartphone screen and as a background on a laptop computer screen in this photo illustration.

EXCLUSIVE: SoundHound CEO Keyvan Mohajer Says AI Agents For Businesses Has ‘Unlimited Potential’

In an exclusive interview with Stocktwits, Mohajer said that SoundHound AI was prepared with diverse solutions for different sectors.

<ul class="summary-bullets"><li>The rise in AI applications for hyperscalers and enterprises has intensified the need for high-performance computing, Su said.&nbsp;</li><li>She added that&nbsp;AMD has seen its data center business expand from Q4 into Q1, demonstrating ongoing strength across both CPUs and GPUs.&nbsp;</li><li>AMD reported a Q4 revenue of&nbsp;$10.3 billion and earnings per share of $1.53.</li></ul>Advanced Micro Devices Inc. (AMD) is reportedly poised for a pivotal year in 2026, according to Chair and CEO Lisa Su. She emphasized that the company’s CPU segment continues to perform exceptionally, driving strong growth amid surging demand for artificial intelligence technologies.Speaking to CNBC, Su highlighted that the company’s central processing unit lineup remains a dominant force.<blockquote>“We are going into a big inflection year here in 2026. The CPU business is absolutely on fire.”-Lisa Su, Chair and CEO, AMD&nbsp;</blockquote><h2 class="st-heading-2">AI Growth</h2>The rise in AI applications for hyperscalers and enterprises has intensified the need for high-performance computing, forming the backbone of AMD’s strategy, she added.&nbsp;Su said that typically, the first quarter (Q1) is slower due to seasonal patterns, but AMD has seen its data center business expand from Q4 into Q1, demonstrating ongoing strength across both CPUs and GPUs. This growth underscores the company’s ability to capitalize on rising demand for AI compute and enterprise workloads, even during traditionally quieter periods.<a href="https://stocktwits.com/symbol/AMD">AMD stock</a> traded over 14% lower on Wednesday morning. However, on Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day. At the same time, message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Upcoming Product Launches</h2>The CEO emphasized that the AI market is expanding faster than anticipated, and AMD aims to provide a complete compute stack to meet diverse enterprise needs. The MI450 series and Helios systems are positioned as the ideal solutions for organizations scaling AI workloads.Lisa Su’s comments come after the company reported a Q4 revenue of&nbsp;$10.3 billion and earnings per share (EPS) of $1.53, both exceeding the analysts' consensus estimate of $9.67 billion and $1.32, respectively, according to Fsical AI data.&nbsp;AMD said it expects Q1 2026 revenue to come in around $9.8 billion, with a possible swing of $300 million either way, implying a sequential drop of 5%. However, the analysts' consensus estimate stands at $9.37 billion.AMD stock has gained over 74% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/uber-stock-falls-q4-eps-miss-q1-outlook/cZbSCYKR4Zm">UBER Stock Slides After Earnings: EPS Miss Overshadows Strong Revenue Growth</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the AMD (Advanced Micro Devices) logo is seen displayed on a smartphone screen. 

AMD CEO Says 2026 Will Be A Major ‘Inflection Year,’ Fueled By AI-Driven CPU Demand

AMD Stock - Speaking to CNBC, Su highlighted that the company’s central processing unit lineup remains a dominant force.

Speaking to CNBC, Su highlighted that the company’s central processing unit lineup remains a dominant force.


<ul class="summary-bullets"><li>The company also said it is targeting a qualified pipeline of more than $10 billion across AI infrastructure, national systems, and data centers.</li><li>Northland raised the price target on Gorilla Technology to $40 from $35 and maintained an Outperform rating on the shares, as per TheFly.&nbsp;</li><li>Northland said that the pipeline announced by the management reflects "a tidal wave of interest in AI data centers internationally."</li></ul>Gorilla Technology Group Inc. (GRRR) stock was in the spotlight on Thursday after company executives revealed a significant contracted backlog for 2026 at an investor event.Northland raised its price target on Gorilla Technology, citing optimism on the company’s AI data center deployments.Meanwhile, on Stocktwits, retail sentiment on GRRR shares were in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.Shares of GRRR gained over 5% on Thursday at the time of writing.<h2 class="st-heading-2">Management Insights</h2>Gorilla Technology executives told investors at a RedChip Companies <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://d2ghdaxqb194v2.cloudfront.net/2980/199171.pdf">investor event </a>on Jan. 28 that the company entered 2026 with a contracted backlog of more than $100 million, as well as targeting a qualified pipeline of opportunities over $10 billion across AI infrastructure, national systems, and data centers.The company’s Chairman and CEO Jay Chandan reportedly told investors that operational targets for the company involve deploying up to 100 megawatts (MW) by the end of 2026.Chandan also said the company had deployed the first B300 servers for the government of Taiwan last month, referencing the three <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://s3.amazonaws.com/b2icontent.irpass.cc/2980/rl161085.pdf">new projects</a> the company won across public safety, critical infrastructure and environmental protection in the country in Dec. 2025.The CEO also said that the company’s previous announcement about a $1.4 billion data center-related agreement was with a contractor based in Singapore for a project with a phased, multi-site rollout across Indonesia, Thailand, and Malaysia.Management also reiterated the revenue guidance for 2026 at $137 million to $200 million. &nbsp;<h2 class="st-heading-2">Analyst Take</h2>Northland raised the price target on Gorilla Technology to $40 from $35 and maintained an Outperform rating on the shares, as per TheFly.The analyst said that it believes the company's large AI data center deployments are quickly gaining visibility. Northland also added that the pipeline announced by the management reflects "a tidal wave of interest in AI data centers internationally."<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>One bullish user said that it was “incomprehensible” to not have a 100% bullish stance after the company’s webinar.<stembedurl>https://stocktwits.com/NT_Evolve/message/643219534</stembedurl>&nbsp;Another bullish user said any price under $30 is low for the company, and any price under $20 is “highway robbery.” Shares of GRRR were trading at around $15.14 levels at the time of writing.<stembedurl>https://stocktwits.com/Hunnel/message/643299466</stembedurl>&nbsp;A third user predicted a price target of $50 by the end of the year, calling the company ‘undervalued.’<stembedurl>https://stocktwits.com/simoncapital/message/643252359</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/GRRR">GRRR stock</a> has risen over 8% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/inod-stock-rises-after-innodata-partners-with-palantir/cmyigAxR4Kw">INOD Stock Is Rising Today — What Is Its New Partnership With Palantir About?</a> &nbsp;

In this photo illustration, the Gorilla Technology logo is seen displayed on a smartphone screen. 

GRRR Stock Captures Street And Retail Attention — Here’s Why

Gorilla Technology executives revealed to investors at an investor event that the company entered 2026 with a contracted backlog of more than $100 million. 

Trade War or Not, Specific Industry ETFs Are in Sweet Spots

Trade war jitters rise, but ETFs like MSOS, SILJ, SGDJ, BBC, WISE & CTEX shine on solid fundamentals, offering either safe havens or growth potential.

Shares of Veritone, Inc. (VERI), a provider of artificial intelligence (AI) computing solutions, rallied about 54% in Tuesday’s premarket session, after the company announced new contracts and also preannounced potential third-quarter revenue shortfall.If the after-hours jump carries over into Wednesday’s session,&nbsp;<a href="https://stocktwits.com/symbol/VERI">Veritone stock</a>&nbsp;will be on track to record its best day ever. On Stocktwits, retail sentiment toward the stock flipped to ‘extremely bullish’ (76/100) as of late Tuesday from ‘bearish’ the day before. The message volume spiked to ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:621/56;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_14_at_10_48_21_PM_png_94b26160eb.webp" alt="Screenshot 2025-10-14 at 10.48.21 PM.png" width="621" height="56"><figcaption>VERI sentiment and message volume as of 10:45 p.m. ET, Oct. 14 | source: Stocktwits</figcaption></figure>The Irvine, California-based company said it has secured major contract wins to deploy its Veritone Data Refinery (VDR) product offering with leading hyperscalers. Data refining is the process of making data more accurate, consistent and useful for analysis and decision making.&nbsp;In a statement, the company said, “These partnerships underscore Veritone’s accelerated momentum in enabling the largest enterprises and model developers to transform proprietary, unstructured data into actionable, license-ready intelligence that fuels cognitive and generative AI development.”With the recent VDR contracts, the company’s near-term VDR pipeline and recent bookings totaled $40 million, a 100% increase from August. The contracts include those from both commercial and public-sector customers.CEO Ryan Steelberg said, “We’re proud to see the industry increasingly recognize Veritone as a trusted partner for the unstructured training data ecosystem, and we are firmly on track to have formalized partnerships with nearly every major hyperscaler by the end of 2025.”The company also announced preliminary third-quarter results, expecting an adjusted loss of $5.5 million to $6 million,&nbsp;lower than the guidance for an adjusted loss of $6.5 million to $6 million it issued in early August. The company expects revenue of $28.5 million to $28.7 million versus the previous guidance of $28 million to $30 million. Analysts, on average, expect the topline to come in at $28.7, according to Fiscal.ai.Veritone stock was among the top five trending equity tickers on Stocktwits as of late Tuesday.A bullish user said the fair price for the stock after the contract wins is $30. It ended Tuesday’s session up 4.40% at $5.46.<stembedurl>https://stocktwits.com/Alalamy/message/632348164</stembedurl>Another user pointed to a stock price target hike and urged fellow retail traders to “hold for the long term.”<stembedurl>https://stocktwits.com/Daebak64/message/632347524</stembedurl>The stock has climbed about 67% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-plans-to-make-smart-home-devices-in-vietnam-report/ch6niNER3Z9">Apple Plans To Make Smart Home Devices In Vietnam, Breaking Tradition Of China-First Manufacturing: Report</a>

Rising chart and reflection of business buildings: stock photo courtesy of Yuichiro Chino via Getty Images

Why Veritone Stock Skyrocketed In After-Hours Trading Today

With the recent VDR contracts, the company’s near-term VDR pipeline and recent bookings totaled $40 million, a 100% increase from August.

BigBear.ai (BBAI) on Friday launched a cargo security system in partnership with Narval Holding Corp., with an aim to enhance cargo transparency and counter illegal trade across global shipping routes.The rollout will begin in Panama, a strategic location due to its control of the Panama Canal, which connects the Pacific and Atlantic Oceans. The company’s new AI-powered solution is designed to strengthen the supply chain in cargo transport using biometric identification and real-time tracking.<a target="_blank" rel="noopener noreferrer nofollow" href="http://bigbear.ai">BigBear.ai</a> stock traded over 2% lower on Monday morning. However, on Stocktwits, retail sentiment toward the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:958/115;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_15_100122_png_5a07f2264c.webp" alt="BBAI’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Aug. 15, 2025 | Source: Stocktwits" width="958" height="115"><figcaption>BBAI’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Aug. 15, 2025 | Source: Stocktwits</figcaption></figure>Bullish users expressed optimism about the initiative’s ‘worldwide’ potential.<stembedurl>https://stocktwits.com/bugler1/message/625326212</stembedurl><stembedurl>https://stocktwits.com/bchap74/message/625329325</stembedurl>Following its initial deployment in Panama, the companies plan to expand the technology across Latin America and other global high-traffic shipping regions.&nbsp;“By partnering with Narval Holding Corp. in Panama–a critical gateway for global trade–we will deliver an AI-driven solution to strengthen cargo security today, while laying the foundation for broader regional adoption and collaborations with the international shipping lines,” said&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="http://bigbear.ai">BigBear.ai</a> CEO, Kevin McAleenan.The initiative will be carried out through Narval’s subsidiary, International Shipping Compliance, S.A. (ISC). This next-generation platform integrates live tracking, biometric verification, and centralized data management to create a more secure and visible cargo journey.&nbsp;Logistics operators can use the system’s control center to access vehicle, driver, and cargo data in real time. The technology is also positioned to support law enforcement efforts to identify and intercept smuggling activities along major shipping corridors.BigBear.ai stock has gained 30% year-to-date and over 348% in the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-applied-materials-stock-plummet-14-percent/chsPqYoRdfj">Why Did Applied Materials Stock Plummet 14% Premarket Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The BigBear.ai Holdings Inc logo appears on a smartphone screen and as a background on a laptop screen in this photo illustration in Athens, Greece.

BigBear.ai Launches AI-Powered Cargo Security In Panama Canal Region: Retail Pins Hope On ‘Worldwide’ Expansion

The company’s new AI-powered solution is designed to strengthen the supply chain in cargo transport using biometric identification and real-time tracking.

ETFs in Focus on Intel's Disappointing Q2 Results, Upbeat View 

INTC slumps after Q2 miss despite strong guidance. ETFs like FEPI, VLUE, SOXX and SOXQ are most exposed to the chipmaker's next move.

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